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Concert Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Concert Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,691
Closed -$371K – 60
2017
Q2 		$371K Sell
5,691
-3,267
-36% -$211K 0.36% 81
2017
Q1 		$516K Sell
8,958
-1,376
-13% -$83.2K 0.12% 242
2016
Q4 		$595K Sell
10,334
-12,765
-55% -$736K 0.13% 221
2016
Q3 		$1.37M Sell
23,099
-343
-1% -$19.9K 0.17% 156
2016
Q2 		$1.3M Sell
23,442
-2,459
-9% -$141K 0.18% 163
2016
Q1 		$1.48M Sell
25,901
-4,900
-16% -$270K 0.2% 127
2015
Q4 		$1.81M Buy
30,801
+1,852
+6% +$112K 0.24% 99
2015
Q3 		$1.65M Sell
28,949
-6,892
-19% -$425K 0.22% 105
2015
Q2 		$2.27M Sell
35,841
-6,883
-16% -$458K 0.29% 71
2015
Q1 		$708K Buy
42,724
+7,809
+22% +$492K 0.2% 145
2014
Q4 		$2.12M Buy
34,915
+2,167
+7% +$135K 0.32% 69
2014
Q3 		$2.1M Sell
32,748
-1,345
-4% -$89.7K 0.28% 39
2014
Q2 		$2.28M Sell
34,093
-5,868
-15% -$402K 0.28% 39
2014
Q1 		$2.67M Sell
39,961
-2,948
-7% -$195K 0.33% 26
2013
Q4 		$2.88M Sell
42,909
-638
-1% -$41.7K 0.37% 20
2013
Q3 		$2.78M Buy
43,547
+213
+0.5% +$13.1K 0.39% 20
2013
Q2 		$2.47M Buy
+43,334
New +$2.62M 0.37% 20

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's EFA Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2017, closing a stake of 5,691 shares — an estimated $371K sold.

Concert Wealth Management first reported a position in EFA in Q2 2013 and held it in 17 quarters. The position peaked at $2.88M in Q4 2013. 1,169 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,691 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $371K.
  • Concert Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's iShares MSCI EAFE ETF position peaked at $2.88M in Q4 2013.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.